Insights and Education

Section 1202 of the IRS code presents a significant opportunity for eligible business owners to save millions of dollars in taxes.

The Washington State Luxury Sales Tax on Cars

One Big Beautiful Bill Act (OBBBA) enacts sweeping tax reforms. Find out the key provisions for wealthy individuals, their businesses, and their charities.

Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.

Amazon RSU policy and new RSU choice

Overview of Accredited Investor, Qualified Client, Qualified Purchaser, and Qualified Institutional Buyer investor types.

Introduction: Turning 18 marks an important legal milestone, granting young adults the ability to make independent decisions regarding their healthcare, finances, and legal matters. While this newfound autonomy is exciting, it also introduces potential risks if the proper protections are not in place. At Avantia, we guide families through the essential estate planning documents that ensure both parents and young adults have clarity and confidence. From healthcare proxies and

On April 3rd, President Trump announced unexpectedly large and sweeping reciprocal tariffs, sending shockwaves through financial markets....

Q3 2024 Market Review and Q4 Outlook

Unlocking the Power of Private Placement Life Insurance for Ultra-Affluent Families

Wealth advisors discuss solutions Corporate executives often seek compensation strategies that align their interests with shareholders while offering meaningful rewards for performance. Stock options provide a compelling tool to achieve this, allowing executives to benefit from company growth and success. Two primary types of stock options— Non-Qualified Stock Options (NSOs) and Qualified Stock Options (QSOs) —offer unique advantages and tax treatments. Understanding the key

Staying Invested for the ultra-high net worth family office.

Economic Outlook for the U.S. in 2024

Unlocking Retirement Savings: The Mega Backdoor Roth IRA

Market recap for May, 2024 and outlook for June.

The Art of Investing in Fine Art

Real Estate Professional Rules Explained

The supercollectors and their impact on culture and society

The super collector and other art world stories about collecting art

The challenges of valuing contemporary art.